AI demand for memory chips is pushing up prices and stretching lead times on the ADAS modules and sensors collision shops replace most.

Automotive industry analysts are forecasting another microchip shortage in the coming months, which could increase risks for production halts as costs skyrocket.

AI demand is triggering a historic memory-chip shortage. Meeting exponential demand for chips will be expensive and maybe even impossible.

Automotive industry analysts are forecasting that another microchip shortage could hit in the coming months, which could increase risks for production halts as costs skyrocket. The shortage would not ...

Micron Technology (NYSE:MU) has delivered stunning returns for investors who got in early. The stock is up 185% over the last six months alone and has more than quadrupled in the past year. Despite ...

Nanya Technology Corp (南亞科技) yesterday said the DRAM supply crunch could extend through 2028, as the artificial intelligence (AI) boom has led the world’s major memory makers to dramatically reduce ...

Samsung Electronics is entering a period of full-scale earnings growth, with its entire memory chip supply through 2027 likely to sell out, according to KB Securities analyst Jeff Kim.

The AI boom is sending memory chip demand soaring — but new supply won’t likely catch up anytime soon, with Samsung Electronics and SK hynix focusing investment on infrastructure and advanced ...

If it feels these days as if everything in technology is about AI, that’s because it is. And nowhere is that more true than in the market for computer memory. Demand, and profitability, for the type ...

CFO Brice Hill said demand signals tied to artificial intelligence-driven semiconductor investment remain “extremely strong,” with leading-edge logic, DRAM, and advanced packaging currently ...

The rapid expansion of artificial-intelligence infrastructure is triggering a global memory chip shortage, as factories prioritize chips for hyperscalers over the kinds used in laptops and smartphones ...

Memory chip manufacturer Micron (NASDAQ: MU) was slow to embrace the high-bandwidth memory (HBM) chip market. HBM is critical for artificial intelligence accelerators, providing the massive bandwidth ...